Emma Oliver

Complete Financial Planning Pty Ltd

Gold
17 Yrs Experience
Midland, WA 6056

I started working in the Finance Industry in 2000 as a Personal Assistant to my Dad Colin, while he was a Financial Planner at Westpac.

I then went off travelling and spent 5 years based in London working as a Tax Consultant. Whilst overseas I commenced studying to become a Financial Planner and has been qualified since August 2007.

I bought into the business with my sister in 2010, and have since had 2 children in 2015 and 2018. So have been enjoying the motherhood journey as well as being able to continue to work and run the business.

I am very passionate about the Advice industry and being able to help clients reach their short, medium and long term goals. Being part of the journey with the clients is very rewarding and am very lucky to have built such good long term relationships with all my clients.

I love to also give back and work within my community. My Community Involvements include:

State Committee Member on the Association of Financial Adviser’s (2012 – 2023)

State Committee Member of the Financial Advice Association Australia (2023 - current)

Chair of School Board of Glen Forrest Primary School (2017- 2021)

Vice President of Glen Forrest Community Kindy (2019 - 2021)

President of Glen Forrest Community Kindy (2023)

Net Set Go Netball Coach - Darlington Destroyers (2022- current)

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge Fixed Flat Fees for the initial Fees and then have the option of flat dollar based fees or % based asset fees depending on the clients preference and level of service they would like

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Complete Financial Planning Pty Ltd

29 Spring Park Road
Midland, WA 6056

Opening hours

  • 8:30am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Complete Financial Planning Pty Ltd

AFSL 246725